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Deepak's Memos
Wealth Letter May 2022: Roadblocks on the journey
This is an excerpt from the May 2022 letter to Capitalmind PMS ...
Stocks
Why are mutual fund AMCs falling so badly?
Why are mutual fund managers sulking? Asset Management Companies, or AMCs, have seen their stock prices battered recently. If India is investing and mutual ...
General
Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More
🌟 5x5: Five articles summarised in five lines . 🔆 Insights: MFs investing in tech stocks that tanked. How bad is it? 🔆 Psychology: Thinking ...
Premium Portfolio
Ouch
To quote Bezos from his 2000 letter to shareholders: "Ouch." May was a terrible month. CM Momentum had its worst month in a long time. So what's ...
Mutual Funds
Mutual Funds investing In loss-making company IPOs: Is it a big deal?
Recent high-profile IPOs have had a tough time since listing. Zomato (-18%), PB Fintech (-30%), Cartrade (-62%), and Paytm (-72%). Mutual funds have been ...
General
Value investor Vs Price Investor, What Buffett said about beating Inflation, Mind over markets & More
. 🔆 Framework: What kind of investor are you? 🔆 Lessons: Things that most successful investors do 🔆 Psychology: A case for mind over markets ...
Stocks
Time for banking stocks to make a comeback?
The era of easy money is behind us. The world is moving from Quantitative Easing to Quantitative Tightening, which we haven’t seen since 2008. All the global ...
Commentary
Buffett: The best way to beat inflation is to be exceptionally good at something
Warren Buffett says this: Be exceptionally good at something. This is actually very deep. You will make a lot of your initial money - money that is required to ...
General
Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys ‘dirty’ energy & More
. 🔆 Business: Realistic insights on India's fintech space by Nithin Kamath 🔆 Psychology: Fallacy of recency bias and rare events 🔆 Inflation: ...
Fixed Income
Navi Finserv NCDs offer high interest rates: Should you invest?
With high coupon rates, Navi Finserv's NCDs seem quite attractive. But as a new-age fintech with a limited track record, here's what investors should know ...
